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Bitcoin Builders ๐ Trading Alpha | Powered by @Arch
Recorded: July 8, 2025 Duration: 1:14:19Space Recording
Short Summary
In a recent discussion, crypto enthusiasts explored the evolving landscape of Bitcoin trading, emphasizing the launch of Arch as a pivotal project aimed at enhancing Bitcoin's utility. The conversation highlighted trends in trading strategies, the importance of institutional involvement, and the community's commitment to innovation within the Bitcoin ecosystem.
Full Transcription
Thank you. Hey Nick, you hear me all right?
Hey Nick, you hear me all right? Hey, Hawk, you hear me all right?
Yep, I got you. All clear.
Get Nick up here and do the sharing and then we'll get started.
Bit of an intro.
Yeah. Thank you. What if you could go back, knowing what you know now? You saw the world change before your eyes. Music. Technology. The internet. You didn't know what it would become, but you felt it was big. Then it happened. You heard about Bitcoin. A new kind of money. A revolution in finance. And you hesitated. You watched it rise. 10,000. 20,000. 60,000. More.
You told yourself, if only I had known, I would have done things differently. The biggest
realization isn't just that Bitcoin won. It's that it could do so much more. But now you know
the truth. Web3 was never meant to be built elsewhere.
It was always meant for Bitcoin.
Welcome to the moment you thought you missed.
Welcome back to the beginning.
Arch unlocks the future of Bitcoin.
Now build it.
That's got to be the most bullish sound. I just wish it was slightly longer. Now build it. beginning i also love the end of this space so you'll want to stay tuned for the very end because we have one of the it makes me laugh so hard every time i hear it so that was one of the
greatest clips of all time so you'll have to wait for that one but yes super excited about this
brian i can't wait to see uh what you have in store with us uh on the trading alpha route i
hear that you've been taking copious notes, lots of research.
Yeah, I've been preparing a little bit.
I've been trading since, gosh, it was like 2020 that I got into trading. And obviously, you're always learning and growing as a trader, trying to pull back your natural inclinations and be smarter all the time. So I'm really
looking forward to this conversation. We've got Hawk up here. We've got Nico. I invited some other
people that might be coming through as well. If anybody down in the audience wants to join the
discussion, then yeah, we'll have a nice panel for sure. And yeah, so the purpose of this, well, not really purpose, but the topic of this space,
a couple of weeks ago, we relaunched our Bitcoin Builders series.
And a lot of times we'll have projects either within our ecosystem or, you know, builders that we respect and, you know, like singular
topics that are kind of focused on that to kick off the discussion and then just kind of open it
up from there. But today I thought it would be a great idea to talk about, you know, just trading
in general from, you know, like where do you get your intelligence from? What's your strategy?
You know, like where do you get your intelligence from? What's your strategy? What are the tools that you use? And some of those like, you know, like alpha trader type mechanics that you use in your trading strategy. So that's what we'll be talking about today.
that you want to kind of share before we get into that discussion on maybe what's going on with
with us and where we're at and everything just to kind of ease us into the conversation yeah i mean
i would just say that obviously um you know people people got into bitcoin uh because it was
the hardest most durable money asset but also you know peer-to-peer transfers, right?
So, you know, trading from the very beginning has been a critical part of this space.
And just now we're seeing way more use cases open up for it.
And I think it's really interesting.
I think it's really fun that the ecosystem has so many options right now, right?
that the ecosystem has so many options right now, right?
You've got some of the stuff
that Saturn's going to be able to enable with Arch,
which is a much more trustless swap experience
on native Bitcoin
than anything we've ever seen before.
But we're also seeing a ton of cool ecosystem apps emerge,
volatility trading,
different ways that you can leverage your runes,
leverage your ordinals,
and ultimately leverage your Bitcoin. So I think it's a really interesting dynamic space. And
that's actually what I want to ask Hawk from the beginning before we get into the specifics of
maybe the basics that he tries to teach everyone. But Hawk, I'm curious, what do you feel has
changed the most in the last three months, six months?
Has anything changed?
Is the secret really just, you know, get into an app early, you know, join a running token early?
Or is it to take your time and do research?
Are we moving away from like the mean coins and more into, you know, kind of more high conviction bets and, you know, research actually mattering.
I'm kind of curious what your thoughts are on all of this.
Hey, GM, GM guys.
Yeah, I mean, that's a big question to start us off with.
I mean, I have never been a meme coin guy.
I mean, don't get me wrong.
Like, meme coin is a very broad definition, right? And
yes, I've traded meme coins and made money on meme coins, lost money on meme coins. Um,
probably outside of Pepe and Trump without those two, I'd probably say I've definitely lost money
on quote unquote, like Solana type meme coins over the years.
I'm like a bucket-driven, diversification-driven,
like have money segmented either physically or in your head for different activities, purposes, investment strategies, etc.
So first and foremost, fiat sucks.
Bitcoin should be your denomination
of choice and the treasury asset that you denominate and look at as your reserve currency
for all trading. I mean, I compare the investment value of any investment I have, whether it's fiat,
I have, whether it's fiat, Bitcoin, Solana, some other random side chain, I denominate
all that in Bitcoin.
I hold my currency in Bitcoin until I can decide how to deploy it for the potential
to stack more Bitcoin when I rotate back out of that.
So I don't think it's ever meme coin season, personally.
I mean, yeah, people have made some money on meme coins, but if you, if you did a show
of hands, people were being honest with themselves and with other people and nobody wanted to
LARP about it.
The majority of people have not made money trying to trade meme coins.
It's gambling at the casino.
Don't get me wrong.
I love gambling at the casino.
I mean, Matt, Matt knows.
I mean, I, I'm a big fan of playing craps and blackjack and gambling,
and it's fun and games.
But most people are not going to make money long-term
trying to chase hype on Bonk or Fartcoin
or, you know, name 100,000 different shitty coins that have launched. Now, that being
said, when there's a narrative, play it. So you asked the second part of that question. That's
why I said it's such a loaded question is what's the, you know, is it time to sit back, do research,
blah, blah, blah. Yes. I look for narratives. I look for new things. I look for if there's
something that launches and it's new and people are going
to want to engage with it, that's when you
go in hard and then
make sure you take your profits back early
and then watch.
I just
personally, because I know I'm bad at it, I don't
buy things. If it's been out
known for weeks,
I have no competitive advantage, so I just
stay away. I'm always curious what it
is, you know, when people say take profits, right? Everyone has their own rule of thumb.
So what's your rule of thumb about when you start taking profits?
Oh, well, again, it depends what the trade strategy was from the beginning, right? So
every person should have a trade strategy for every trade they make at the beginning, right? So every person should have a trade strategy for every trade they
make at the beginning, not just halfway through or at the end. But for me, if it's something that
I don't perceive that I'm going to hold for more than a month or two, it's if I hit a double,
I'm out. And that's on, you know, crypto type trades and stuff. And when I say I'm out, I take half of it back off the table.
So I take my initial investment back out. So now I have a free trade on the house
and then I just let it go. Then if it continues to go from there, I'll decide if it's one that
I want to sell in either quarter lots or 10 lots, 25% at a time or 10% of the time. And I just DCA as we go. Um,
uh, you know, I did that for instance with Ordy and Ordy, if I wouldn't have done that,
God, I would have hated myself for writing, running something from pennies to $80 back to
$7 or whatever it is right now. Um, so now. So that's kind of what I look to do.
I mean, I look to get my cost out. Availability of capital is what screws most people in this game.
And I just want to make sure that's very clear. And again, this is a very heavy topic,
but make sure you understand that if people have questions asked, availability of capital is what gets most people into losing money.
And what I mean by that is if you don't have capital to deploy, when an opportunity comes up, you have to make a very bad decision.
Do you sell something that you're up on?
Do you sell something that you're down on?
Do you borrow money by doing something stupid?
Or do you miss the play? And inevitably what happens is people wait because they don't have
money. They then either sell the thing that's down bad and then they lock in that loss. And
then that thing runs back up a week later and they sold it at the bottom and they use
those new funds to chase the thing that they heard about a day or two late and they buy
the top on that.
And now they've double lost on a trade when if they would have just sat and done nothing,
they would have been better off.
Or if they would have had capital ready to deploy, they would have been better off.
So that's why I take my profits out early and I segregate that back into the quote unquote bank. And that is sitting waiting for opportunity.
And I don't touch that money out of its reserve currency until an opportunity comes up.
Yeah, for sure. So then ultimately, like what you're talking about is a lot of people end up
being sidelined. And then once you're sidelined, you're feeling F is a lot of people end up being sidelined and then
once you're sidelined you're feeling fomo and then you start to make like emotional decisions
rather than being smart about it right so like as a strategy like you talked a little bit about
you know like high value coins or you know like what is what is really worth being in for certain lengths of time. Let's open it up to
everybody. I mean, everybody up here, you guys are on spaces all the time. I don't feel like we need
to do a raising hands type of thing. And I'm not really going to direct questions to specific
people. We can just kind of flow and jump in and out whenever you see fit so um but just anybody
else like how do you think about you know strategy uh in terms of like getting in getting out length
of time that you're staying in the trade when it comes to like trading on bitcoin versus trading on
other chains altcoins meme coins that sort of thing do not go to the Solana trenches thinking you're going to make money
or any other trench. That's the worst mistake you can do. Like if you have some money,
if you've been profitable somewhere, do not go where the hot potato is without knowing what
you're doing and just trying to flip there because that's how you you lose i think over rotating or just rotating in general
can be a huge mistake i i've been guilty of that many times because you're just in a in a role
right like when you're in a casino you're gambling you just keep playing and playing and eventually
you end up losing and just wasting a bunch of energy and resources but for me i'm fairly new
to this market i got into crypto 2021 late 2021 and I didn't make any money at first.
It was just losing money, getting from trade to trade, breaking even.
What ended up working for me was finding my edge, finding a place where I feel like I have an advantage and I can play a game knowing that others are behind or they don't have as much information as I do.
Because remember, here in Crypto Twitter, when you are selling something, you're taking money from someone else.
And the same applies for them.
They're taking your money or you're taking their money.
It's a zero sum game.
So you have to be cognitive of that.
You have to have that on top of mind.
And to me, it's just I found the Bitcoin ecosystem perfect.
I'm just going to dedicate myself to the entire ecosystem.
It's the only thing I'm going to do. And by doing so, I'm going to find early opportunities or things that have friction.
Like when we were not able to trade ordinal, some Magic Key, then we had to use spreadsheets. That's a good example of friction and when you have like a potential for a clean trade.
And if you're in this Twitter space right now, you have an edge on the Bitcoin ecosystem
because we are probably everyone that's left.
They are either enjoying their summer or they capitulated and they're not going to come back
until something excited like arch is out there on the market so you can you can start building the
network watching stuff being early to different opportunities farming airdrops and that's how i
have been winning and making money in the market for the last maybe two years now, three years.
Yeah, for sure. A lot of good points. Anybody else want to jump in on this topic like strategy?
And then I've got another question you sparked in my mind there, Bongo, that I'll follow
after. There's a common misnomer in people when they trade is buying things that are beaten up,
buying things that are super low
in price, when in reality, momentum seems to spew more momentum. And so just from a stock and equity
thing, that's where I do most of my trading right now. I've been doing quite well, actually,
when markets are doing well. But the misnomer is buying these things that are really low
in price versus the things that
are going up, because price has a tendency to continue to go up for a certain reason.
And that also applies to crypto.
And you look at some of these old tokens and then some of the newer ones, and the ones
that are outperforming are the ones that continue to go up.
And so I think that's an important thing for people to keep in mind is just because something's
price is low doesn't mean it's good value.
And so you have to keep that in mind when deciding what to buy.
Sometimes you want to ride that momentum.
When the meme stuff was going crazy, you want to ride those hot meme tokens, right?
You don't want to go try to find the next one that's probably going to pump and dump
on you.
You kind of want to stick to the ones that are doing well and getting a base.
And so I think that's a big misnomer a lot of traders fall into as well as trying to say,
OK, I missed that one, so I'm going to go find something else.
And that other one just keeps going up.
And I like look at Bitcoin, you know, look what that's been doing.
Look at Hyperliquid, you know, all of these ones that are been outperforming compared to most of the other old tokens that we've seen for a while.
Yeah, 80-20 rule, right? So, you know, most of the value does kind of tend to concentrate in the
top ones. And you can kind of see this in the various range communities right now where you
have most of the value in probably three or four communities, and the rest is probably capturing
like less than 10% of the rest. But, you know, one point that I want to make,
and I'll, you know, everyone, I agree with what Speed and Hawk was saying, but what I kind of
find a little bit interesting is you have this whole class of people on Bitcoin that are saying
like, why would I ever trade, you know, gold for these like confetti tokens or whatever,
like basically implying that you're never going to have, you know, any type of user behavior that people are going to buy mean coins or speculate on
certain things. And I don't think that's like really the point.
I think the point is,
is that we're speculative creatures and we're trying to stack more sats,
right? So there's only a couple of different ways that you can do that,
especially if you don't have a lot of Bitcoin that you can just go and like
earn 1% yields on Babylon or something with it and make that into a significant revenue opportunity for
yourself. So much like Hawk at the craps table with a roll of the dice or one of these streamers
online playing Plinko or crazy time fun spinning wheel, whatever. The goal is obviously making
money, you know, and this in this arena, in this particular casino, we have the ability to stack more Bitcoin, which no one wants to lose when they go to the casino.
But that's obviously a potential, you know, potential reality.
But the goal is to make money.
So I reject this notion that people are like saying people never are going to want to trade meme coins on Bitcoin because Bitcoin is gold.
You know, I'm like, OK, so why would I not want to make more of that?
You know, I'm going to do that by trading.
What am I going to trade? Probably meme coins.
You know, so it just like, you know, it makes sense to me.
I think it makes sense to a lot of people in this space.
But for others that are on Twitter and basically like funding, you know, these like fungibles on Bitcoin bitcoin whether they're runes or brc20 or alkanes or whatever i don't think it
really matters it's just another arena to make money yeah and i think moved i'll go to you in
just a second but like you're pointing out that you've removed a layer from people rolling back
to bitcoin because now you're just paired directly with Bitcoin. People don't have to get their soul or their ETH or whatever, their stack, where they've
made their profits and get it back to Bitcoin.
It's just directly paired with Bitcoin.
Go ahead, Hawk.
Well, I mean, that's a big thing, Brian, right?
I mean, I said at the get-go that my reserve currency is Bitcoin.
And yes, Matt, the goal is always to stack more Bitcoin.
And yes, unfortunately, some people that have smaller stacks, they have to take on more risk to slide up the curve to try to acquire more sats. And the amount of money I've lost over the years,
simply by having to remove myself, that layer that you just mentioned, Brian, away from sats to then trade
into something else and be paired with no exposure to Bitcoin, it's extremely frustrating because as
soon as you pair yourself in ETH or SOL or hype or whatever, you run the risk of outperforming
compared to Bitcoin. And obviously we've seen that a ton in especially Ethereum,
just how lackluster it's been compared to it. But the one thing I'll say real quick too,
in the shut up is that people need to learn to, if you think about it in baseball terms,
you have 27 outs as a team to win the game and you win the game by advancing a runner and getting
them over a home plate. You don't win the game by swinging for a home run every time and striking out.
And if all 27 at-bats strike out, you lose the game.
So you move a runner forward.
You get a single.
You get a double.
You get a single.
You get a double.
And over time, you win the game.
And that's all you need to do.
If you put 100 hours or .001 into something and you can turn it into .001 too, guess what?
You just made more on that trade than most professional money managers would hope to make
in a year. You take it back out. You play again with .001. And you do this where you're not trying
to say, oh, I'm going to turn .001 into a whole Bitcoin on one make it or break it play.
Because there's just almost none that actually do those kind of numbers. And yeah, everyone's got a
story of, oh, if I would have just held this, it would have gone to this. And well, then you got
to worry about the psychology of what you actually would have done if that would have happened. I
mean, that's like saying, oh, I would have hit that grand slam home run to win the game if the
wind would have blown a little different and the guy would have tripped trying to catch the
ball going over the fence and it would you know just stack wins that part also just like comparison
is a thief of joy and too many people in this ecosystem just the cx in general you're looking
at all of these people who are making fat fucking bags or they're in
tiny little group chats together they know the devs they're fucking throwing around cas every
week and they're all like banding behind them and then you're buying the tops there's a lot that
goes into this trading shit that people don't understand especially if they're new here and
then they're just wondering why they keep getting washed washed washed every fucking time like the
best trades that i've made have just been when there's no attention on it really. And then you just buy it and hold it for a long fucking
time. And like, like Hawk saying, like there's nowhere else in the world in any market where
you really have those opportunities to like get into shit, wait. And then all of a sudden you're
making like a five to 10 X one day, like maybe a year, maybe two years later, however fucking long
it takes. Um, I agree with Matt was saying saying where like nobody's ever going to trade memes on bitcoin
bro if you pay attention to like uh bitcoin dominance like when it was risk on season
last december every fucking rune that has established itself was pumping like crazy
and then they all go down and then now you have kols on spaces like leap space like all these
other like really popular kol spaces all just making fun of and clowning runes but when things go risk on
again all the bitcoin all the meme coins in general are going to go like all these risk on assets go
higher that's why we bet on this shit and like normal people who come into the space realize
like okay if i throw like my 500 into bitcoin and it goes to 200k like i make like
500 more dollars or some shit right they don't want that they want to make fucking massive gains
so when things go risk on they pile into these risk on assets and we're not risk on right now
so like the reason that a lot of things aren't pumping is because they're not risk on and like
bongo was saying like don't go jumping in the salon of trenches thinking that that's where you're going to make bags. If you don't have some sort of edge
there, because the people who have the edge are the people making the money. And those are the
people with the fucking info and you don't have it. You know what I mean? So like you're buying
a coin that they're all on a space shilling together when it pumped a 2 million from nothing.
And then all of a sudden it's going down and you're like, why are those salon of trenches
are cooked? No, you're cooked. You don't have the fucking access you don't have this you
don't have that so in my opinion runes and like bitcoin fungibles fucking jpegs on bitcoin it's
it's the most obvious place to just throw money and wait and i'm patient as fuck so like a lot
of people aren't because they're like oh well i need to hit 100x today it's like brother like
you could just stack assets you believe in
and fucking wait. And like, I've made more money doing that than anything else in the space ever.
Other than just like when it was risk on season, right? Like when it was risk on season, there
were a lot of fucking opportunities. But now you have to have people work in that bag. You got to
have KOL, you got to have this, you got to have that and the other. And those are the things that
are pumping, right?
So yeah, dude, I don't know.
Bitcoin meme coins to me is fucking obvious as shit.
Pretty much all the top ones, right?
Like you're looking at dog.
We got Leonidas who is the biggest bag worker on runes ever.
I think everybody should be looking at him and emulating that and working harder than they are currently, to be honest.
Everybody, like including runes that I'm in, bruv.
But I think they all go violently higher when we go risk on people don't pay attention to this shit where it's like
bitcoin dominance and like risk on season matters a lot and right now bitcoin dominance is just
mogging bro like you're you're not going to get these risk on assets to pump like crazy until that
stops yeah yeah you're right risk on coming for sure so i think
i'm not entirely sure but i think uh going to the hands it was nico then dog father then
conquistador uh if that was wrong then bear with me real quick real quick i've earned so much money
uh i pivoted my beautiful bitcoin into the Solana trenches when they were hot, when Trump launched his Mint coin.
And I earned so much Bitcoin.
God, Lord, if the trenches come back, please do not go into it.
It's just, it's not healthy.
It took me a while to recover from that.
It's awful.
And to the people listening, everyone is telling you something different about how they trade so figure figure out what works for you and that's what you should
be doing because you hear he here they're talking about momentum finding your edge or just doing
what hawk is doing and just find what works for you yeah for sure i definitely want to come back
to that uh as a concept later if we can make it to it go ahead nico what you got so i was talking to you the other day and i was telling you that
i was considering just trading leverage going short and uh long because yeah there's there's
a couple of reasons why first of all we're towards the top right like everybody's saying 250k whatever i i showed you my charts
right i'm gonna be super controversial here i showed you my charts it's 125 would be the top
and then we're coming right back down to like 70 75 bro yeah anyway like it's that's pretty much
where where it's at with the charts and if we we get past like 120, to be fair here.
Anyway, why?
I traded a ton of meme coins on Solana.
Let me tell you something.
I was so far in the trenches that it...
Look, I wasn't in an alpha group or anything, right?
Like I was in a group, but I wasn't really in an alpha group.
Every single, like, but they had like the leaderboard or whatever for whoever was spotting a
token. And I was, I was like six out of the top 10 on that one. I had 125X, 100X, a couple of 50 X's and like a 20 and 30 X. Right. And it's like,
I ended up turning like 0.2 Solana into around $40,000. And I wish I would have been able to
take out. I wish I would have taken out more of it and taking, taking more profits. You know,
I did take profits, obviously, you know, but I got to the point where i was just degenning it like crazy now why i
want to do futures because i don't want to be in the meme coin shit anymore like it's it's tiring
i don't and to be fair here like yes i agree with uh i think it was speed racer that said it i can't
see who's who is and isn't speaking some with some people but i recognize the voice uh he was talking about the bottoms and not buying the bottoms on certain talk he's 100
right right now like xrp people that people that bought tops are were just breaking even a few
months ago from 2021 and now like i get it that's actually a bad example but like even with the meme coins too
like that's why i'm not holding like other than bitcoin i would hold bitcoin if i see bitcoin
at like 70 75 000 i might go away you know and just wait a year or two but right now at the
moment i really feel like it's it's leverage because we don't know anything at all at the moment.
Nothing is set in stone.
Everything changes every day.
Like this weekend,
there was so many things this past weekend,
there was so many different things that happened and the news cycle is so
crazy.
And I don't,
I don't trade the news.
It's just that right now we are kind of at like,
but we know they're going to cut the rates. Well, listen, they're going to we know they're gonna cut rates well listen that's bullish they're
gonna what they're gonna cut rates uh yep when in july or september that's actually not as bullish
as you think it is september okay so if they start cutting rates at like half a half a point or one point sorry, one percent
or half a percent
that's not really bullish
that's more like something might have broke
you know, even with the spending
bill and whatever's going on
I don't know, you know
yeah, okay, you guys can
thumbs down on me, but I don't see
No, no, no, he he's right like the money printer is
about to go extremely burr and it's gonna suck the liquidity out of the risk market like arf was
saying so like if we're if we want things to pump we need to get more risk on capital in the market
but this shit happens like cycle to cycle if you go back all the way to the ico but i get tired of
people saying like all like runes and ordinals it pumped and then it dumped and it's gone forever.
But if you go back to every cycle in crypto history, the same thing happened, right?
Like you go back to the ICO bubble, everything pumped really quickly.
But by Q1 of 2018, everything shit the bed.
And it was a long winter for like a year.
And so we kind of like got some positive momentum towards defy summer where
everything hit all-time high same thing with solana it almost went to zero right like it was
at eight dollars the entire chain was dead it was breaking like things was was not so comfy and cozy
even in the meme trenches even though you had some examples of tokens that pump 30x 100x whatever
so like you have to ride the waves and you have to find things
that you're confident in long term and have the confidence to buy it with capital that you can
afford to lose of course now now when people are saying it's over and people are literally saying
like you know it's not coming back like i was buying pups at 450 sats why would i not fucking
buy it here you know because i believe when the risk on capital
comes back in it's gonna pump that shit so high and and to the people that say like there is
nobody on bitcoin that wants to do this then where did it come from the initial pump when ordinal's
initial pump initially pumped and brc20 is initially pumped like that capital came from
somewhere it obviously came from bitcoin so it's gonna come back it's just now's not the right time but i so i'm gonna be honest with you guys like i feel like we're in a
risk on name like like we're just stuck like how are we how are we risking when bitcoin dominance
is fucking absolutely sending like the last time we were risk on was in december so the stock market
in general like it's a lot stock market well i understand that but when you talk about were risk on was in December. So the stock market in general. Well, it's not stock market.
Well, I understand that.
But when you talk about a risk on environment, like you're not talking about immune coins.
You want the big money to come in.
The only reason why Bitcoin, first of all, like, first of all, the only reason why Bitcoin is at the prices it's at is because it had a three-day run.
That's it.
You know, out of nowhere.
It broke its bull flag and it had a three-day run. That's it. You know, out of nowhere. It broke its bull flag,
and it had a three-day run.
Like, everybody's...
And it just blew right past its all-time highs.
Everybody's talking about new all-time highs after this.
We're having trouble right below all-time highs.
Don't get me wrong.
I do think we're going to go above this all-time high,
this cycle,
but I don't think it's going to go as high as anybody's saying.
So one of the biggest issues that I'm having here is people aren't paying attention to the previous cycles.
It's Bitcoin 3x from 2017 to 2021, right?
It's nothing but diminishing returns from here on.
And at this point, what do you call it?
We did what?
We might get a 2x out of the whole thing.
I don't even think we're going to get the 2x, right?
And it's funny because I still believe, even in my chart, it shows that Bitcoin is going to go to a million.
Just not tomorrow like everybody else wants it to be.
So technically, I kind of believe we're more on risk on than we are on risk
off at the moment,
just because Bitcoin is at these highs.
I understand the stock market and all that,
but you want the big money to come in.
So like institutions and everything else are keeping Bitcoin this high up,
in my opinion.
Like I don't think that you're right.
Which means like,
we're not risk on like it's just gonna stay up here because you have blackrock buying tariff announcements
and you have all of these other institutions just absolutely sending it and holding it at
these levels if we didn't have that happening like other cycles we would definitely have hit
like a 30 drop like every other cycle but the the whole aspect of crypto is way different than it used to
be okay like there were never these institutions wait wait what what bitcoin what matters here
what matters here is that we all agree in the same thing that short term we're super bullish
short-term talk in the next year or whatever like we're gonna see another leg up and you know we
have to be ready for that and maybe we should go back to the trading alpha
combo so here's the thing though guys there's always a bull market somewhere always it's always
risk on somewhere anybody's saying it's not risk on how much we all printed if you didn't print 3x
i mean 300 or more some people three digit games or more on alkanes or Odin or Funky.
I mean, there is always a risk on market somewhere.
Arch is going to be the next one.
There's always that opportunity.
So get the concept of there's no risk on bull market somewhere.
You just got to have capital ready to deploy when you find it.
I agree with that.
There's a bull market somewhere always yeah i agree with that there's a bull market somewhere yeah i agree with
that but the thing is the moment we go risk off the institutions go risk off we're going straight
down to 70 grand and you did 70k you told me we were top but what makes you think they're going
risk off soon that just doesn't even make sense with everything that's going on. And on top of that, I get the diminishing returns.
But like Lord Arf was saying, there's bigger players now.
So I think it's same, same, but different.
Like you would have diminishing returns, but we have so much more liquidity getting pumped in right now.
It's literally just like a longer drawn out cycle.
And that's kind of how I'm playing it right now.
Do you know how much liquidity is needed to actually push bitcoin like to even get it to what was it was bitcoin
at like 1.5 trillion market cap at 70 grand i don't know it was around there no no less than
that uh more than that like i mean it's supply and demand it matters yeah yeah i get it but
the amount of money that is needed for that it's it not, I don't even see it happening. I get it, we're printing, but we're printing to spend it elsewhere, not on Bitcoin.
to be very careful, especially in the next six months,
because I really feel we're going to see another top,
and that's it, because it's going to be 2027 by the time.
I think November we're going to hit the top, pretty much.
Yeah, and ultimately it's always just got to play out,
however it plays out.
We can only ever look back on the chart and be โ
the chart is always going to
be correct but I do want to push forward uh conquistador you had your hand up did you have
uh you got something you want to throw in here yeah I was just going to talk a little bit of
strategy real quick if you don't mind unless you wanted to move on and we can go uh make your point
whatever you want to talk about and then then I do have like a another question that
will probably take us forward a little bit further as well okay I'll be quick I just wanted to like
touch on some key things like Hawk said be patient definitely everybody has their own different ways
to trade and what I found is like somebody else stated, you can't
just mimic somebody else's thing. You can't follow somebody because you just won't have
the conviction. So I've just found what works for me. And personally, I just can't trade shitters.
So I like to trade blue chips or stuff that I'm comfortable with that I'm bullish on long term.
And then I just trade
different levels and swing trade within that. So if I get stuck, it's okay. If it goes down,
I'm confident adding more capital into that and playing it. And one of the things that I've
learned is that this goes along with patience is I'm a lot more picky and greedy on my entries. So one thing I've learned is
I get super bullish on something and I will buy and I'll buy a lot and then it goes down. And I'm
like, why didn't I just wait? So now I find levels on the chart that I like and I just wait for it
to hit that. And you just have to be patient. Sometimes the best trade
is just no trade at all. And you might not get your entry. And that's okay, because another
thing I learned is there is always going to be another play. So don't worry if you miss it.
So those are just some things that I learned that cost me a lot of time and capital that I wanted to share.
What do you consider a blue chip, bro?
Seriously.
And I know what your NFT collection, I know what you own.
I'm not talking about NFTs.
I'm pretty much for the most part out of NFTs.
But if I was into ordinals, I really just trade what i think are like yeah even ordinals
what are the most volume so i'm talking about things that i have volume that i can get in and
out of things that are near the top of the chart not not things that have tons of speculation so
like for me i'm trading like suey i'm trading um link i like uh and, and another thing that I wanted to add, I chart everything against Bitcoin.
I think Hawk said that, like, I want to stack more sats. So I'm looking at the charts against
Bitcoin. If it's, if I don't think it's going to go up against Bitcoin, I'm not even playing in it.
So that's another thing. Like, I don't give a shit what the chart is doing against USD.
It has to be doing something against BTC. might be one of the most important things, especially for people to learn like quickly when you get into trading, because if you don't and you just try to bite off way more
than you can chew, then, uh, you know, you're going to get rinsed and it's going to not
go well for you.
But I think that that's one of the, like, probably the biggest mistakes that people
make is they try to get involved in like everything they can.
make is they try to get involved in like everything they can. And even in like other
areas, they're trying to use too many like indicators, which kind of leads me into like
the question that I was trying to make it to Bongo when you were speaking a little earlier,
made me think of this, you were talking about like having an advantage. So, and I think that
this is a question that could be answered
in a lot of different ways. So anybody, you know, that's up here, if you want to jump in and we can
kind of make the rounds on this topic. We're about 45 minutes in, usually we go about an hour or so,
no rush. Sometimes we get up to even like an hour and a half. So no rush. And we do have a little topic that will fit in at the end. But the question basically is like, what is the advantage or like, where do you get it from? Is it in terms of information? Is it in terms of friction? Your ability to do things like technical analysis or other analysis? Where do you get your advantage
from when you're trading? I guess I'll start by just saying the chain and the chain should be
where, again, it's hard depending on what we're talking about trading, right? If we're trading
perps or we're trading NFTs or we're trading meme coins, but overall, if you're in tune with the
chain, then you can, you can pick up on that alpha. Like if you see the mempool on Bitcoin
spike, if you see gas rates on another chain spike, if you pay attention with quote unquote,
the chain as to like where inflows and outflows are going using tools to say, you know, Conquistor was, I think,
just saying, mentioning SUI and stuff. Like if you see those inflows leaving Arbitrum and going
to SUI, then you can 100% be early and catch that wave early to say, wow, the chain is speaking,
funds are moving and play off of those types of things. I mean, one of the biggest
wins to date still that I have was shorting, oh God, what the, Luna, when anchor deposits were
being pulled. I mean, it's all public blockchain stuff. Just look at it, learn how to read it.
When you can see an anchor balance getting just ravaged and seeing a run on the bank happening on chain, you can quickly react and say, oh my God, there's a run on the anchor bank.
Short Luna.
So there's other ways to do it, but checking the chain for me is goaded.
What do you like kind of in in that umbrella terms of watching the chain
getting your information from i know there's a lot of them what do you like yeah i mean i every
single one has a different tool i mean i just want to say again like people can larp on twitter
people can larp in discord people can lark in telegrams they all do and all of us have said
if you're in the trenches in salano you're getting getting dumped on by the guys really in the know and the cabals and stuff.
Because again, they can manipulate you through everything except their actions on chain.
So defi llama.com is one that people should have 100% if you're doing anything non-Bitcoin related.
Like EVM stuff, looking at all the other chains, obviously Mempool.
It's just literally as simple as looking at the Mempool and then starting to dig into the
transactions. I hate saying it because it was one of the go-to ones. Genie data obviously was one
of the best for Bitcoin. Rest in peace. I wish they would be less greedy on their ass price i'd consider buying it from but um
there's there's there's tools like that um that have been built on every chain that that people
should look for also higher in my opinion if there's any bulls left.
Fucking hell.
So I'm sticking to volume and TA.
That's about it for now.
But Hawk is 100% right about what he's spoken about.
When it comes to that kind of analysis,
like, yeah, that's like,
how many times are you going to find that?
That's the thing.
Like, I get it.
But how many times are you going to be able to find something like that?
Yeah, and when it comes to...
That's just it. Not a lot, right?
You sit and wait for the four times a year, and I promise people will make more money
sitting in a Bitcoin-only position, waiting for the four times a year
that there's some massive event, and then just go fucking hard into that event,
and you will make more money than trying to swing 500 bucks at a time on some shit coin.
Yeah, for sure.
But also shit coin because I'm a gambler.
So I'm talking out of both sides.
Am I pucks?
No, look.
Look, I agree with you.
You're pretty much going long and short.
That's pretty much the way to go at this point like i really don't want to be a community member anymore or
an investor especially in this market where 99.9 percent of the shit just fucking goes belly up
we've actually solana ended up giving us that extra 0.9 to get make it 99.99 percent at this
point 0.99 because like from all the tokens that just come out every day.
I think it's, you know, Nico, you made a good point earlier about just going long or going
short on something.
And one of my earliest trading experiences where I actually made money, which had been
few and far between, but was election night when I kind of just realized very early on,
like looking at the polls and grassroots stuff,
I was like, okay,
Trump's definitely going to win
and Bitcoin's going to pump.
And I didn't have much trading tools
at my disposal at the time.
So I just turned to Aave at the time
and I was just taking out loans
and doing leverage loops on Bitcoin, right?
And that's actually something
I wanted to bring up with Atara here.
Because Atara is building something
that's really interesting in terms of like borrow land and some really neat stuff there that would allow you to do some of those longer plays or shorter plays or longer.
Yeah.
So Atara, if you want to go ahead and introduce yourself and talk about some of your trading experience and then how you guys are building something that will work along these lines.
Yeah, GM, GM.
First time in one of these spaces.
So anyone who isn't familiar,
we're building a lending protocol on Bitcoin via ArchVM.
And so our goal is hopefully,
anybody who's a trader
and wants liquidity against their Bitcoin
so that they can take
they can take a trade on a short-term opportunity then they do so via a toro
so what's different about what you guys are doing um you know what are some parallels that you see in other ecosystems where that end up being something i was useful to people and like what
do you think is i don't know if it's trading
is going to be the main user base,
but who do you think are going to be kind of users
of this kind of product?
Yeah, I mean, definitely one of our USPs is that
we're directly on Bitcoin.
So if you want to hedge against your Bitcoin,
maybe you're not so bullish on the world right now.
You think everything's going to be going down
or you want more Bitcoin, then you'll be able to do so. maybe you're not so bullish on the world right now you think everything's going to be going down
or you want more bitcoin then you'll be able to do so via our lending pools and our goal really is just to be the safest place for you to borrow or lend your native bitcoin so you know you do
directly on bitcoin no need to bridge no need to trust anyone just stay on
bitcoin and then borrow against it to hedge and it's safer because of what because of your
architecture right exactly so we're focused on uh being safer in a lot of ways one of them being
our architecture how we're actually building this so we're only doing isolated pools you know so
that like you don't have to worry that you're borrowing uh you know some other huge whale
with like meme coin is coming in and then the bad debt from that is gonna affect you
and also just because we are built via Arch, you can be directly on Bitcoin.
Cool.
Cool.
Matt, I don't know if you have anything you want to add to that, just what you're excited about trading-wise.
I'm also just curious how we think when you're having actual faster trading experiences on Bitcoin natively,
how that's going to change things from a price discovery standpoint,
from, you know, letting the sats flow, letting, you know,
runes and hurdles move faster.
I'm kind of curious what you think about that, Matt.
Although I just realized that might not be still on here.
So who else do we got here?
Who wants to kind of talk on that wait what happened i see matt up here i don't see him up here but i was gonna say i think
um i mean that's gonna take out the getting sniped in the men pool, correct?
If I'm not mistaken, if we're able to trade faster and not wait for block times.
Am I right on that?
I think it would, so it would allow us to trade faster when working on Bitcoin apps like Saturn.
And you could have the UX go faster so you can immediately trade and then swap that for another thing and do things like that.
Things still have to settle on the Bitcoin mempool.
So I think that this does actually create a snipe protection opportunity.
I'm not totally sure exactly how.
I mean, I know it's going to have to settle,
but I think, because like you said,
things are going to be free flowing
until that next block
and then everything's going to kind of settle
where it's at snapshot in time, right?
Yeah, yeah, that's right.
I mean, I think that'll be cool.
Doesn't this all depend on Arches,
how Arches is doing their block times?
Like, it's built on top of Arch, correct?
Right.
So, essentially, like, what you have is you have Bitcoin apps like Saturn or Adiz or Atara that are built on Bitcoin.
But the more complex programmable stuff, you're running through the Arch VM.
programmable stuff, you're running through the Arch VM.
Yeah. And so you are going to have like decentralized validators that validate and process those
Yeah.
transactions, but it's going to happen. Like we basically maintain state with Bitcoin the entire
time, which creates this really weird, interesting dynamic environment.
I get it. I get it. No, is it Turing compatible by the way?
I get it. No, is it Turing compatible, by the way?
Yes.
Yes.
Okay, cool.
Okay, cool.
I'm kind of curious of how that's going to work with other things that are not on Arch, for instance, like Liquidium.
So say I have dog buys that I'm making on Arch, in and out, and then I want to borrow against it.
I'm going to have to wait until that next block settles to
officially have it. Yes, I think that anything that's not within like basically sending
transactions through Arch at that time, you're going to have to wait for Bitcoin finalization.
You can still do it all on your wallet and you should be able to, you know, in the app interface,
you'll see the trade.
And then once we have,
and this is something we're working with experts on,
but you know,
when they're indexing,
arch,
then you'll also see those tokens in there sooner.
But yeah,
I think to like actually then leverage it or do something in liquidium,
unless liquidium of course integrates,
which they definitely can.
Uh, the cool thing is like, it's not like a l2 where you have to build the app on the l2 and you're stuck in the l2 and you
can't you know the apps are still on bitcoin they're just sending over their transactions
right and that makes sense where like the state of bitcoin that it's maintaining with is always going to be that last confirmed
block. So then you, you know, you, you need to wait until the next confirmed block for
like what you're talking about there. Conquistador sounds like to me.
Yeah. Yeah. The next action.
Yeah. That makes sense. I mean, to me, that's what it'll probably do is when I find something, it will be a little more difficult
for me to play around with other stuff that's not there because it's not instantaneous so
I mean as long as uh if there's things that I like uh that's where giving feedback to the team
and telling them things that you want to see on Arch that makes your life easier and more fun. And then hopefully seeing it get built out. So that's, I mean, that's probably
how I'll play around with it. Yeah, that's, that's super useful, both to know. And also,
I think what's really interesting is, you know, it feels like we've had these kind of like
island apps that are like living in the Bitcoin sea, but like can't really do anything quickly with each other.
And I think what I'm really excited about, you know, is having something where you have an actual ecosystem of apps that can pull liquidity from each other, act quickly in communication with each other.
We've seen Saturn, the core Dex, you know, is working a lot with some of our projects like
Atari, Volt Fi, to like be able to do that kind of thing. And so we're going to have the first
ecosystem on Bitcoin that really can like call itself a full ecosystem, one that's compatible
with other apps. So that's going to be really interesting. And also one thing I've talked to talked to Melina this year in the audience about in the past is just that this is the first time
we're going to have like a Bitcoin native ecosystem that can have like a community,
not just like a network of projects, but also like a community foundation type of situation
once Arch launches, which will be really cool too, because then we can pass on a lot of that
launches, which will be really cool too, because then we can pass on a lot of that into the
community, into specific apps and continue to grow Bitcoin. So I think there's gonna be a lot
of fun stuff like that. We're actually putting together a list of alpha traders, like community
members who are really engaged in this space. So if anyone here wants to be included in that list and kind of get the early
information, kind of get some more alpha, also just like be early test users of the product,
kind of like what you were saying, like that's exactly what we're building this for is to make
the Rune's trading experience and the Bitcoin native asset experience just so much better.
So go ahead and DM, you can DM me. I've got OpenDMs.
Brian actually is leading that effort to kind of bring the trading community together.
So if you want to message Brian as well, that would be pretty sick.
And we would love to have you guys kind of be lined up to be early test users of the product.
And obviously, that'll be a good advantage for you guys, too, speaking of alpha.
Yeah, for sure.
That sounds awesome.
Yeah, and we have around, I think around i think 30 roughly projects that are building i mean some of them are uh well known and very public and then
others in the you know those early building phases so now is definitely the time for you know like if
you're if you're a big trader and you like to trade like in this way or even, you know, a lot of times people in the Bitcoin space over the last couple of years have talked about replicating products from other chains.
But on Bitcoin, you know, if there's things that you're like, man, I've got to have this on Bitcoin, then those are the things that, you know, that are included with what we want to know.
Because in an early ecosystem, everything is new and everything can be reimagined to
be more native to Bitcoin.
And Arch is differentiated from a lot of the other solutions in that way, where we have
the ability to have those products be
more anchored to bitcoin and then still offer that end user experience that you you like you
know what i'm saying um but nico i see your hand up you want to go ahead so i have a quick question
i'm actually looking for the white paper i can't find it but uh and i should have read it by now
i think you sent me a link but i can't find the link uh and i should have read it by now i think you sent me a link but i
can't find the link because i know i read something uh but my question is does this
work like ordinals where it's just a little piece of information and like on the transactions
how does this work exactly does this work exactly the way order knows works arch network
oh you're talking about like the the infrastructure no think of it more as like
ordinals or rooms can be asked bitcoin assets that are going to be uh that can like exist within our
transactions but um essentially uh we create a fork of the original inspiration behind Solana, the eBPF machine.
And with that fork, we actually made it compatible and communicative with UTXOs.
So ordinals, runes are all UTXO-based assets.
We created a VM environment that can speak directly to them without you leaving your Bitcoin wallet.
And so essentially what we've created is a faster and still decentralized,
because we can actually decentralize our validator set to support true decentralization.
We have this essentially this execution environment that you're able to operate with without having to bridge or wrap your assets so it uh it's essentially like if you had to like
put it in layer terms it's like almost like a layer one and a half which i realize sounds like
really weird but um you know we're adding that execution layer to bitcoin but you don't have
to bridge or send your bitcoin elsewhere to go there so i'm trying to figure out how you would be able to put an entire like it's it's like an entire blockchain pretty much on
on it like all the transactions at the same time let's just say you've got to i don't know
let me throw a random number here hopefully it's random like 10 000 transactions in a second
here hopefully it's random like 10 000 transactions in a second you know per second and you're
dealing with that for what a 10 minutes i guess so that's a lot of transactions
yeah yeah yeah it's pretty crazy and i'll actually share the white paper in here because i want to
keep this conversation more on the trading aspects since and also since we we've been at it for a
while now but but, um,
that being said, like super happy to talk to details with you. Normally I go way deep,
deep dive into it, but I'll, I'll put the white paper in here and, uh, we can discuss it for sure.
I actually have to go. So, uh, but I wanted to just say in my, uh, bio, it says, don't take
financial advice from a cab driver. I spelled
it wrong purposely
so that you can think I'm an idiot, and I
am. So, like, I'm a
total idiot. Have a good night.
Have a good one, guys.
What a great
disclaimer to leave on.
That's awesome. Love it. all right so we've been hours so i don't know if anyone else has
some more thoughts i want to drop uh you know i'm curious uh how the alkanes experience has
been honestly because i didn't do much trading on alkanes but i think lord are for someone else
here mentioned
that they made some money doing that and played around with it.
I'm just curious.
It was lit.
There's been a couple really good cooks there, right?
Bunzee and Hath had missed, which went crazy,
and then they did the first smart contract over there
with the staking and shit.
That was lit um
yeah some earlier plays there were pretty lit like recently there was like a love bombs mint
that wasn't too lit uh didn't go too well but like maybe it pumps later i think what they're
doing is really cool i think it's still alpha to like farm the wallet to be honest that's like the
one thing that i'm really paying attention to right now. Cause you could take like, if you say you have like a giant bag of pups, uh, you can
just hold it in an oil wallet and you get XP based on the BTC amount.
So like any assets that are available to farm the XP in the wallet, I would probably recommend
doing that.
They said they're going to do like an airdrop this summer.
I don't know how true that rings.
Right.
But I think it's just smart to have assets. you're not going to sell in there to farm that.
But it's been a smooth experience.
I mean, there was like some good airdrops, right?
Like the Alkane Pandas was a nice airdrop to a lot of holders of different assets over there.
And that cooked.
Lifo FIFO.
Shout out to Lifo.
He's a G.
Get Wizard of Art if you don't have any.
You're going to get a lot of tooling with that.
He has sniping tools for alkanes.
He has minting tools for alkanes.
So there's a lot of tooling out there.
It's very not user-friendly is one thing I'll say.
It kind of sucks.
But I think that's where friction is bullish type shit.
So if there's a really hype thing over there,
I think it's probably good to look out for it. I don't really see anything at the moment. But there have been some really hype thing over there, I think it's probably good to look out for it.
I don't really see anything at the moment, but there have been some really good cooks over there that like definitely printed.
But yeah, shout out to Lifo.
He's done a lot over there.
I would pay attention to him if you're looking for, you know, how to mint things.
Whenever something new happens over there, he's on it.
So yeah, it's been cool.
Like I want to see more as to what they've got going on and like more projects doing cool shit over there he's on it um so yeah it's been cool like i i want to see more as to what they've got
going on and like more projects doing cool shit over there i think that if like there's a really
good minting experience and there's really cool tech wrapped around a token there that it'll do
well so i'm kind of like waiting for stuff like that i think we'll see more of it but yeah volume
is just kind of like low right so i yeah yeah. Yeah, this is not a Bitcoin eco thing.
And I haven't used the platform myself.
But I thought it was really interesting, all the news this week, for those who saw and paid attention, how Bonk.fun and Solana just pushed over Pump a bit.
pushed over, you know, pump a bit.
And what's really interesting to me about that
is that they're actually built on a radium wrapper,
radium being the decks where they're getting their AMM from,
they're getting their liquidity from.
And that was the same decks, of course,
the same AMM that pump was using originally.
And, you know, they left them and caused some problems.
But radium created like this sdk where
you can like create whatever wrapper you want to basically build the same kind of platform and use
them as the base and i thought that was just genius because now you've got you know really
dedicated communities that can tap into that radium gets the fees like they were getting with
pump or they get some some fees but now like you
could have like a pups do the exact same thing um especially that's something that i would love to
see us do at arch is create you know some sort of launchpad mechanism or something that um you know
had that kind of sdk this is just me talking as the marketing guy of course but i thought that
that was really creative and something that really helped uh that that app just really blow through the water and also helped radium along
the way so i thought that was genius that's super bullish i love to see it man like we need like
competition in the space always so like seeing bonky go do this crazy recently has been actually
awesome like i've been waiting to see like pump get kind of
like flipped on anything so i think it's cool it's just like we need you know we need competition
bro otherwise you don't get like building you just get people who are way too cozy type shit
so i'm down to see like what happens with tg with pump and like all this other shit and uh
yeah i don't know bunk guy was right bro and bunk guys bullish on pups so uh world peace by the way
yeah i was gonna say like there's a lot of crossover between i see a lot of top bunk guys uh
pengu is another one who's like a sick fielder with saturn um and also is uh one of the big
leading uh voices on bonks so uh pengu's great um or cadence you know uh yeah there's so many like good crossovers it's funny
like i wouldn't expect it but like it seems like the bitcoin trading crowd is also much more on the
solana eco uh than anywhere else so i think that's really been fun to see
yeah definitely and one thing that that makes me think of you know like one thing that happened
a lot i'm sure a lot of people here if not everyone saw um what half banger and bunsey
built the alchemist thing uh they've they've even added like their next phase to it i've been
following as closely as i can you know we're all insanely busy focused on
arch um but one thing that i heard half talking about in his like ideation phase and like where
he got the idea from that i think is super bullish and is going to be um you know one of the more
exciting things when when it comes to like arch ecosystem in the future is not just the the like trying to
copy and paste things that have happened on other chains on Bitcoin, but kind of like reimagining
from the ground up, which ultimately that's what Amin was doing when he built the Arch
architecture is just completely reimagining how do we do smart contracts on Bitcoin.
So now when you get into the Arch ecosystem,
and this is what happened with their creation on Alchemist,
was that he was digging into the tech.
He's a dev that also has this creativity.
And when you kind of combine those things
and you're digging in deep to the technology, you make some like discoveries a little bit.
Like he even says he feels like he discovered this aspect that then all of the ideas just kind of like flowed from there.
And they added the, you know, like the branding around it with like the Harry Potter thematics and stuff like that.
with the Harry Potter thematics and stuff like that.
But I think that one of the most bullish things
that's about to happen is that new things
are going to be created that didn't exist before,
couldn't have existed before
because now we have this brand new environment
of DeFi anchored to Bitcoin on the UTXO model
with all of the cross program invocation.
And it's not just copy paste what you knew as DeFi.
It's it's native on Bitcoin and we can have brand new things created.
Nick, go ahead and then we'll go to Ordeez.
Or Nick.
Oh, I've got.
Oh, I'm sorry.
I've got nothing else to say. Or set us up oh go ahead or deez
yo yo yo i just thought i'd pop in uh bitcoins at 109 so it's a great time to be on this space but
um yeah i think going on that point where you you speak about archvm and i mean and everything like
this i mean one of the things that we've been exploring recently is looking at more rails for our protocol and like
just getting the devs to deep dive back into the tech is um has been interesting for us really
because it allows us to explore um more angles and also lets us explore what was once not possible
um becoming possible with arch so um i mean i'm not getting paid to shill arch but building on arch
allows you know allows us to do a lot more things but i mean talking about trading alpha i mean i
want to kind of come back to that i mean one of the things that we've been looking at over the
last kind of 48 hours is buying our pay later not just for non-fungibles but also fungibles in more
detail and it's something that's been kind of hot on our um you know on our radar whether it's
that's been kind of hot on our um you know on our radar whether it's whether that actually works or
whether it's just perks or or margin calls right so it's like it's interesting just to to hear these
spaces but no um it's um the reason why i love some of these spaces because it gives you an insight
onto kind of what others are building but also perspective and opinions and i will also say that
alkanes is a print.
I mean, it's actually interesting to see.
We actually partnered up with the Wizards of Orn,
so shout out to them.
So there's some really cool stuff going on,
and I feel like things are just heating up,
for sure, on the Bitcoin ecosystem.
Yeah, and on the developer front,
on the opportunities to be early to the ecosystem front for, you know, everyone that is those people that are here and like, they're not leaving, you know, I think R, if you mentioned something like that earlier, like all the people that that want to pay attention are here.
They're still paying attention. And you see that in the ramp ups, you know, when something new pops up, people pile in, you know, because they see, oh, are we on?
Like we're back to risk on like and I'm a risk on type person.
So, yeah, I'm ready to dive right in.
So all of that is primed to continue and ramp up from here, in my opinion.
But we've been going for a little over an hour now. If anybody else has anything they want to
leave us with as far as the topic was trading, we covered a lot of different aspects of that from what's your strategy?
Where do you get your information from?
A few tools were mentioned.
I always publish a summary of these spaces.
So if you're not in our Discord, jump in our Discord.
It's discord.gg
slash arch network.
Uh, and I'll put that down in the replies probably after, so you can refer back to it.
So yeah, check out the summary.
If, uh, you missed part of it, uh, and you want to know what those tools were or any
other aspects for sure, this is recorded.
Um, and I think we'll probably wrap it up there you got anything
else you want to leave us with nick no i think that's the cue i think it's time to play the
music and be jamming all right sounds good well thanks everybody for coming to bitcoin builders
where i believe we're going to continue this at 1 30 p.. That's a pretty convenient time for our team, and we'll stick with the pillar.
So every Tuesday, 1.30 p.m. Eastern, share it out with people.
If you've got some value, for sure, have them listen back and check into the summary, and we'll see you next week.
What do you do with the Bitcoin besides it just gather value? next week. People that use fiat currency as a store of value, we call them the core.
People that use fiat currency, we call them the core.
We call them the core.
We call them the core. We call them the core. We call them the core. We call them the core.
There's a name for it.
